Board and list
Drag deals between stages, or work from a list.
Deals pipeline
A pipeline board with stages from qualify to won or lost, drag-and-drop between stages, and a forecast weighted by stage probability.
What you can do
Drag deals between stages, or work from a list.
Open pipeline, weighted value, won this month and win rate.
Each deal can point at a contact and company.
Workflows can create deals and react to stage changes.
How it works
Add deals by hand or from a workflow.
Drag to the next stage as it progresses.
Read the weighted pipeline.
FAQ
The stages are fixed today: qualify, demo, proposal, negotiation, won and lost, each with a default probability you can override per deal.
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